How big is Professional Tax Solutions Inc.'s plan?

Professional Tax Solutions Inc.'s plan reported $3.1M in assets and 5 participants for 2024.

Original filing (PDF)20251014170410NAL0003350273001

Professional Tax Solutions Inc.

Name: Professional Tax Solutions Inc. — Professional Tax, Form 5500 (2024)
Creator: Professional Tax Solutions Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Professional Tax Solutions Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Professional Tax Solutions Inc.'s Professional Tax Solutions Inc. 401(k) Profit Sharing Plan held $3.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Matt Forseth signed Professional Tax Solutions Inc.'s 2024 Form 5500 as plan administrator.

Matt Forseth — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Professional Tax Solutions Inc.'s EIN is 54-1981677.

EIN 54-1981677

Plan number 001

Plan year 2024

ACK ID 20251014170410NAL0003350273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Professional Tax Solutions Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Professional Tax Solutions Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROFESSIONAL TAX SOLUTIONS INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score